Account Type****** ********Account Owner******* *******Account Opps/Deals*** ******Closed Won • Jan 25****K $Closed
***** *****Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
Bloomfield Hills AdvisoryCo-founder, Wealth AdvisorJan 24 - PresentSageview Advisory GroupWealth AdvisorOct 21- Jan 24Michigan Schools And Government Credit UnionConsumer Lending ConsultantMay 08- Apr 15
Edward MerloGroup Chief Financial OfficerView Profile, Edward MerloDaniel ChulskyCFOView Profile, Daniel ChulskyLinda BookerExecutive Vice President And Chief Financial OfficerView Profile, Linda Booker